Proposals

How to Send a Proposal

Learn how to send a proposal to prospective clients in just a few clicks.

Last updated
September 25, 2023

What it does: Allows you to create and send a professionally designed proposal to customers in minutes.

Purpose: Saves you time by emailing a copy of your proposal to your customers digitally.

  • Customers can view the proposal on any device (Mobile, Web, Tablet)
  • Customers can e-sign the proposal on any device (Mobile, Web, Tablet)*
  • Close more deals in less time
  • Track all proposals and their status in one location

Prerequisites:*  A proposal must have been drafted and is ready to be sent.

  • Requirements to send a proposal.

Available On: Free, Pro, Premium & Elite Plans

Here’s how it works:

Step 1: Click the “Proposals” button on the left side navigation.

Step 2: Click on the proposal you want to send.

Step 3: Review the information to ensure everything is included and that it’s all correct.

Step 4: Once you’re done, click the “Preview and send” button.

Step 5: Next, enter your customer's name, email, and phone number.

Note: This information will be used to email your customer a copy of the proposal to get their e-signature, and to include their details on the cover page of the proposal.

Step 6: Once you’ve added their details, click the “Preview and send” button.

Step 7: When you’re ready to send off to your customer, click the “Send to customer” button.

Step 8: Then, review the email address, and add a personalized message.

Step 9: Once you’re ready to send, click the “Send proposal” button, and you're done! Your customer will receive an email with a link to access the proposal. They can open and e-sign the proposal in minutes.

To learn how to create a proposal, click here.

Making edits to your proposal

How to make changes before sending the proposal:

Note: You can always come back and edit the proposal at any time before sending it to your customer.

Step 1: Go to the “Proposals” page, click on the desired proposal, and make any edits required.

Step 2: Then click the “Preview and send” button.

Step 3: Then click the “Send to customer” button and the email editor will appear.

Step 4: Compose your email and click “Send proposal” to send off to your customer.

How to make changes on the "Send to Customer" screen:

Step 1: Click the “Edit” button on the “Proposal Review” screen.

Step 2: Make any edits desired and then click the “Preview and send” button.

Step 3: Next, click the “Send to customer” button and the email editor will appear.

Step 4: Compose your email and click “Send proposal” to send off to your customer.

How to make changes after you've sent your proposal to your customer:

Note: Proposals are updated in real time so once you’ve sent the proposal, any changes you make will be reflected on what the customer sees

Step 1: Go to the “Proposals” page, click on the desired proposal.

Step 2: Click the “Edit proposal” button on the top right and click “Cancel signature request and edit”.

Step 3: Make any desired edits and then click “Preview and send”.

Step 4: Next, click the “Send to customer” button and the email editor will appear.

Step 5: Compose your email and click “Send proposal” to send off to your customer.


Did you find this useful?

Join thousands of roofers who successfully streamline their sales process with Roofr

Get started for free
a close up view of a metal roof